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IMMS - item grouping reference guide

A guide to building comprehensive Item Groupings in IMMS.

IMMS - shared collection decision making

IMMS allows us to move to a shared collection. Where items will be distributed based on whether there's a need for them at that location.
But how does this decision making work? This page shows some examples.

IMMS and access/circulation

Recent updates and links to IMMS documentation

IMMS device procedures

Guidance on use for the IMMS devices distributed for use with the IMMS Software

IMMS fields in Symphony

Changes to Symphony Workflows with the connection to IMMS:
New fields in Item Records
Sort Points display
Chute column on checkin screen

IMMS Glossary

A list of terms used by IMMS, with notes on how they differ from Symphony. Additional keywords: definitions, dictionary.

IMMS Quick Guide - Branch shelving (Shelve Items)

Use the ‘Shelve items’ wizard to shelve a Transport Unit of items (including Lucky Day) on their home ("grouped") shelves.

IMMS Quick Guide - Chaotic shelving (Move to shelf)

Use this workflow to assign an item or the contents of a Transport Unit to a chaotic shelving Location.

IMMS Quick Guide - Checking in without AMH (bookdrop or single items)

Use Symphony to check items in if your location doesn’t have an AMH, or if your AMH is down. This procedure applies to local checkin (bookdrop) only. For return crate processing, see this workflow.

IMMS Quick Guide - Creating and building Exhibition Groups

Instructions for creating Exhibition Groups and assigning items to them

IMMS Quick Guide - Editing user accounts

There is no automated password reset function in IMMS, so all forgotten passwords must be reset manually. This process requires User Administration permissions. All IMMS Champions have these permissions.

IMMS Quick Guide - Moving items between Transport Units

Use the ‘Put in Transport Unit’ wizard to move all items from one Transport Unit (TU) into another. Generally used to move items from a system TU (crate) to a location TU (cart).

IMMS Quick Guide - Pick lists, general

Pick lists in IMMS tell you what items need to be pulled off of your shelves for various reasons. Some lists run every day; some run only as needed. 

IMMS Quick Guide - Pick Lists, Holds

Use the ‘Picking’ wizard to pull and process holds.

IMMS Quick Guide - Processing incoming crates (without an AMH)

Use these steps to process incoming crates if your location doesn’t have an AMH, or if your AMH is down. Note that incoming crates are handled differently depending on what is in them.

IMMS Quick Guide - Processing incoming return crates (with AMH)

Items from incoming crates may be run through the AMH for rough-sorting, rather than being transferred directly to a shelving Transport Unit (TU).

IMMS Quick Guide - Shelving items in an Exhibition

Use this process to place Exhibition items in the Location that the Exhibition is assigned to (like the regular Shelve Items workflow, IMMS will only place the items in assigned destinations).

IMMS Quick Guide - Switching out Transport Units at Chutes

Use the ‘Change transport unit at chute’ wizard to switch out a full Transport Unit (TU) for an empty one.